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How to approach the design
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For a strategic approach to conversation design, start simple and iterate. Start
by designing basic automation, such as an FAQ bot that answers common questions
from a predefined list. Once you've tested and refined a basic agent, you can
build on it. Use rich features to add a more interactive journey, such as a
product search. At this stage, the agent may send users to your brand website to
complete a task. Eventually, you can use OAuth
to perform identity verification, enabling the whole journey to happen within
the agent for a more personalized and convenient experience.
What follows is an overview of conversation design for Business Messages. It
describes key components of the iterative design process and a general order of
operations.
Build the basics
Advance
Excel
- Add a more complex workflow to the use case.
- Integrate with OAuth
to authenticate the user's identity, so they can access personal account
information securely within the conversation.
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Last updated 2024-11-14 UTC.
[[["Easy to understand","easyToUnderstand","thumb-up"],["Solved my problem","solvedMyProblem","thumb-up"],["Other","otherUp","thumb-up"]],[["Missing the information I need","missingTheInformationINeed","thumb-down"],["Too complicated / too many steps","tooComplicatedTooManySteps","thumb-down"],["Out of date","outOfDate","thumb-down"],["Samples / code issue","samplesCodeIssue","thumb-down"],["Other","otherDown","thumb-down"]],["Last updated 2024-11-14 UTC."],[[["\u003cp\u003eBegin with a simple automated FAQ bot and gradually enhance it with interactive features like product search.\u003c/p\u003e\n"],["\u003cp\u003eDesign a chatbot personality aligned with your brand, craft a clear welcome message, and map out the user's ideal conversational path.\u003c/p\u003e\n"],["\u003cp\u003ePrepare for unexpected user input with fallback responses and a handoff strategy to live agents when needed.\u003c/p\u003e\n"],["\u003cp\u003eEnhance the user experience with rich media like carousels and consider integrating OAuth for secure personalized interactions.\u003c/p\u003e\n"],["\u003cp\u003eContinuously test, gather feedback, and refine the conversational flow to improve the agent's performance.\u003c/p\u003e\n"]]],[],null,["# How to approach the design\n\nFor a strategic approach to conversation design, start simple and iterate. Start\nby designing basic automation, such as an FAQ bot that answers common questions\nfrom a predefined list. Once you've tested and refined a basic agent, you can\nbuild on it. Use rich features to add a more interactive journey, such as a\nproduct search. At this stage, the agent may send users to your brand website to\ncomplete a task. Eventually, you can use [OAuth](/business-communications/business-messages/guides/how-to/integrate/oauth)\nto perform identity verification, enabling the whole journey to happen within\nthe agent for a more personalized and convenient experience.\n\nWhat follows is an overview of conversation design for Business Messages. It\ndescribes key components of the iterative design process and a general order of\noperations.\n\nBuild the basics\n----------------\n\n- [Define the use case and related tasks](/business-communications/business-messages/guides/how-to/design/prerequisites) the agent will support. Prioritize a use case with potential for large impact.\n- [Design a personality for the chatbot](/business-communications/business-messages/guides/how-to/design/language#stay_true_to_your_brand) that reflects your brand and feels appropriate for the use case.\n- [Craft a welcome message](/business-communications/business-messages/guides/how-to/design/welcome-message) that sets the user's expectations. Clearly state what the agent can do, and provide [conversation starters](/business-communications/business-messages/guides/how-to/design/language#be_clear_and_precise) for tasks the agent supports.\n- [Map out the ideal path](/business-communications/business-messages/guides/how-to/design/happy-path) the user will follow from start to end of the journey. To get a feel for the conversation's flow, write some sample dialogs first.\n- [Write short messages](/business-communications/business-messages/guides/how-to/design/happy-path#proceed_with_simple_steps) to advance the user step-by-step along the conversation path. [Use simple\n language](/business-communications/business-messages/guides/how-to/design/language#keep_it_short) that mimics the rhythms of natural human speech.\n- [Use suggested replies and actions](/business-communications/business-messages/guides/how-to/design/happy-path#suggestions) that provide clear options for what the user can do next.\n- Expect the user to type unexpected things. [Prepare fallback responses](/business-communications/business-messages/guides/how-to/design/fallback#prepare_fallback_responses) for any freely typed messages, or \"freetype,\" that the agent doesn't recognize or support.\n- [Create a handoff strategy](/business-communications/business-messages/guides/how-to/design/fallback#hand_off_at_the_right_time) for scenarios that require a live agent. After two fallback responses, surface a live agent request suggestion.\n- Test the agent with real users.\n- [Track metrics related to conversational quality](/business-communications/business-messages/guides/how-to/design/optimize#launch_and_learn). Learn what you need to improve by [reviewing survey data](/business-communications/business-messages/guides/how-to/design/optimize#feedback_surveys) and [mining users' freetyped messages](/business-communications/business-messages/guides/how-to/design/optimize#freetyped_messages) for insights about the agent's performance.\n- Use the feedback to refine the conversational experience.\n\nAdvance\n-------\n\n- Add another use case to the conversation flow.\n- [Create a visually dynamic experience using rich cards](/business-communications/business-messages/guides/how-to/design/happy-path#rich_cards_and_carousels). Use carousels of rich cards that let users browse a range of options.\n- Test the agent and iterate on the design.\n\nExcel\n-----\n\n- Add a more complex workflow to the use case.\n- Integrate with [OAuth](/business-communications/business-messages/guides/how-to/design/optimize#condense_the_journey_with_oauth) to authenticate the user's identity, so they can access personal account information securely within the conversation."]]